Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,843 | $73,863+29.8% | $143,797-33.3% | $68,490+39.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.59% | 0.91%-16.5pp | -0.04%-15.6pp | -7.85%-7.7pp |
| Employer contribution / active EE | $7,138 | $3,185+124.1% | $4,952+44.1% | $2,597+174.9% |
| Participant deferral / active EE | $4,031 | $3,385+19.1% | $5,638-28.5% | $4,028+0.1% |
| Admin fee / account holder | $854 | $5,756-85.2% | $14,679-94.2% | $5,403-84.2% |